2024.7 Prerelease Notes
The 2024.7 Release has been tentatively scheduled for the week ending Friday, November 8th!
This release will occur on or after November 7th.
These are the features and enhancements that may be included in the upcoming release. Please note that this list is subject to change.
New
Bulk Update
Responsible Party Bulk Update [471723, 475585]
This feature will allow Admins and Super Admins to update the Primary Responsible Party on many contracts simultaneously. Currently, such changes either must be done individually or by submitting a request to symplr Support.
Before clicking Bulk Update, the user should filter the table for the contracts they want to update.
Step 1: Select contracts [429036]
Under Explore > Reporting > Contracts, Admins/Super Admins will see the Bulk Update button to the right of the table widgets.
Click Bulk Update to open the bulk update wizard.
Below the table, users will see the arrows for clicking through pages and the editable number of results shown per page, which are common to all table in the application. [471165]
If the user navigates away from the bulk update wizard, any information entered will be cleared. [469231]
Verify the contracts in the table are the ones you want to update, then click Next.
To remove a contract from the bulk update operation, uncheck its row in the the table.
You can manage columns and export the table.
Step 2: Select operation [324585]
Select the responsible party. (Upon initial release, only the Primary Responsible Party will be available for update, and this will be the default selection.)
Select the new responsible party, then click Next.
Steps 3 and 4: Define rules [324685]
Define Rule 1, i.e., what should happen on selected contracts if the user lacks sufficient permissions to them:
Apply an Editor-level permission override
Apply a Contract Moderator-level permission override
Don’t change the Responsible Party
Define Rule 2, i.e., what should happen on selected contracts if the user is already a Secondary or Tertiary Responsible Party:
Leave the Secondary or Tertiary field blank
Don’t change the Primary Responsible Party on these contracts
Step 5:
When applied, the bulk update will follow the user-selected rule on how to proceed with contracts on which the selected user is already a Secondary or Tertiary Responsible Party. [469253]
When the bulk update wizard is closed (in Step 5), the Reporting > Contract table will refresh to show any updates. [490136]
Step 6: The bulk update wizard will show a link to the Contract Library, filtered to list the newly updated contracts. [469088]
Clicking the Bulk Update Event Name link on the View Confirmation step in the bulk update wizard will open the Contract Library filtered to show those contracts affected by the bulk update. [648582]
Notifications
When a user is assigned as Primary Responsible Party via bulk update, they will receive one in-app (bell) notification and one email notification regarding all the contracts they were just assigned, as opposed to a notification for each individual contract. [319340]
In the in-app (bell) and email notifications sent to the Primary Responsible Party regarding their new assignments via bulk update, a link will take the user to a list of the contracts they were just assigned. [492199]
Limit bulk updates to 3000 contracts [863957]
Preventing bulk updates from being applied to over 3000 contracts will help the application maintain performance.
If a user attempts to perform a bulk update on a list of contracts greater than 3000, then they'll see a popup:
Title: Bulk update limit exceeded
Message: No more than 3000 contracts can be included in a single bulk update.
Button: Okay
The user can then filter the list until it falls within the maximum.
Bulk Update Event Report [335561]
This feature will allow Admins and Super Admins to report on changes made via bulk update so they can validate and review those changes.
Under Explore > Reporting >Bulk Updates, the report will list each event of a bulk update in its own row. The report will contain the following columns:
Date/Timestamp
User (first name, last name, and email address of user who performed the bulk update)
Category (general category of the updated item, which will only be Contract upon initial release)
Update Description (e.g. Primary Responsible Party changed to Blake Smith)
Number of records affected by the bulk update
Event Name (link to Contract Library with filter applied)
Link formatted as Username, nature of change, unique identifier, e.g., Madison Wright Responsible Party Updated Unique Identifier
Updates to Explore > Reporting > Contracts [337260, 337266]
The Bulk Updates column will be available in the Manage Columns widget and the Filter Table widget.
Records with each cell will be separated by a semicolon.
The Any/All function will be available when filtering. [337266]
Clicking the Bulk Update Event link on a report will open the Contract Library filtered to show those contracts affected by the bulk update. [810294, 817112]
This link will override any default filters on the Contract Library. [829177]
The following columns will be available in the Manage Columns widget [484220]:
Primary Responsible Party Email
Secondary Responsible Party Email
Tertiary Responsible Party Email
Add Bulk Update and User Email columns to Contract Library Table [475590]
Under Explore > Contracts, the Bulk Updates column will be available in the Manage Columns widget and the Filter Table widget. [337233, 337245]
Records with each cell will be separated by a semicolon.
A single entry will list the user name, the nature of the change, and the unique identifier.
For truncated cells, you can click more to expand the contents and less to truncate them after expanding. [810309]
If the column is included in the table, it will be included in any export of the table. [811226]
Under Explore > Contracts, the following columns will be available in the Manage Columns widget [484221]:
Primary Responsible Party Email
Secondary Responsible Party Email
Tertiary Responsible Party Email
Field Change History for Responsible Parties on Contract Summary Pages [331425, 475588]
On the contract summary pages, the Field Change History panel will have a Responsible Party tab, where details on Responsible Party changes will be listed. [332335]
The field change histories for Custom Fields and Responsible Parties will show the means by which the values were changed: Bulk Update, Timesheet Form, or Contract Summary Page.
Hovering over the info icon will reveal the tooltip, “The means by which this user changed the value of this field.” [495304]If a user updates a custom field value on a contract manually (without a workflow), then the Responsible Parties will be notified by in-app (bell) alert and email. [329903]
Responsible Parties will be able to toggle these notifications on/off in their account settings.
If the user who updated the field value is a Responsible Party on that contract, then they will not receive the notifications, although other Responsible Parties on the contract will.
If a user updates the custom field value on a contract via the timesheet general info form, then the Responsible Parties will be notified by in-app (bell) alert and email. [503786]
Workflow names will be clickable links. [332351]
“Created by” and “Edited by” will differentiate between newly entered and edited field values. [331428]
If a user deletes a field value, then (Deleted) will show in the field change history. [331430]
If a field value was entered via workflow instead of a user making an individual field update, then the user name will not be shown. [332339]
The Copy icon for each field value will be removed. [331426]
For consistency, the term “contract summary” will be used to refer to both the Summary tab and the contract summary page itself. This will affect the history records of the Primary Responsible Party and custom fields. [839840]
Updated
Microsoft 365 Integration
Microsoft icons (Word, Excel, PowerPoint) will appear in the attachments view and document history. [1016945]
Workflows
Users will be able to access the searchable PDF generated by the OCR process. [856917]
When a user uploads a PDF, a searchable PDF version is generated during the OCR process but is not displayed by default. The new Search Document option in the quick menu will allow users to search the PDF generated by the OCR process.
When a user views workflow documents in the Document, Negotiation, Signatory, or Activation Phase, the following options will be available in a quick menu:
Search Document (PDF only)
Delete (except in Activation Phase)
Upload New Version
View History
Copy Link